NIIT Q4 Results Review: Revenue Miss, OPM, Net Profit Above Estimate; Dolat Capital Revises Rating To 'Reduce'

Dolat Capital retains its FY26E/FY27E EPS estimates at Rs 4.3/Rs 5.3, but revises the rating to ‘Reduce’ with target price of Rs 150, valued at 28x FY27E EPS.

NIIT reported revenue growth of -12.1% QoQ due to weakness in BFSI driven by year-end slowdown, while tech declined 9% QoQ.  (Photo Source Company's official fb page)

NIIT continues to reposition its brand through newer offerings like GenAI Labs and digital skilling programs under GNIIT. While initial adoption has been encouraging, especially among uni and GCC cohorts, scale remains modest. The GNIIT program, revamped to include AI, data science, and cloud tracks, is being piloted with select campuses but lacks national deployment. Management reiterated its intention to build a digital learning flywheel across segments, but the execution runway is long.

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Dolat Capital Report

NIIT Ltd.’s strategic pivot toward AI-led skilling and early-career learning holds long-term promise, but persistent weakness in its Work Pro (B2B) biz. and weakened demand for Tech hiring continue to impact near-term performance.

With no material EPS revision, we maintain our FY26E/FY27E EPS estimates at Rs 4.3/Rs 5.3 and revise our rating to ‘Reduce’ with a target price of Rs 150, valuing the stock at 28 times FY27E earnings per share.

Click on the attachment to read the full report:

Dolat Capital NIIT Q4FY25 Result Update.pdf
Read Document

Also Read: Cipla Q4 Results Review: Dolat Capital Maintains 'Add' Rating, Hikes Target Price — Here's Why

DISCLAIMER

This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

lock-gif
To continue reading this story
Subscribe to unlock & enjoy your
Subscriber-Only benefits
Still Not convinced?  Know More
Watch LIVE TV, Get Stock Market Updates, Top Business, IPO and Latest News on NDTV Profit.
GET REGULAR UPDATES